Recording the employee's self appraisal

Recording the employee’s self appraisal

Ensure that you have selected the employee, in the “Select Employee to Record Self Appraisal” page
Select the “Record Employee Self Appraisal” link in the “Select Employee to Record Self Appraisal” page.

The “Record Employee Self Appraisal” page appears.

The system displays the following details

Appraisal Admin Unit	The Appraisal Admin Unit is displayed from the previous page.
Date Format	The date format that is applicable to the login user.
Employment Unit	The employment unit of the selected employee.
Employee	The employee code and name of the employee for whom the appraisal was performed in the “Perform Employee Appraisal” page.
Assignment No.	The assignment number of the employee.
Joining Date	The date of joining of the employee
Appraisal Type	The type of appraisal performed for the employee. It could be one of the following: Annual Appraisal Confirmation Appraisal Contract End Appraisal Any other user-defined through quick codes
Confirmation Date	The date on which the employee was confirmed in the organization.
Appraisal Calendar Code	The code of the appraisal calendar in which the employee’s appraisal falls.
Calendar Short description	A short description of the appraisal calendar.
Period From	The start date of the calendar.
Period To	The end date of the calendar.
Parameter Category	The parameter category defined at the Employee level
Weightage Computation Level	The weightage computation level defined for the appraisal calendar and Parameter Category mapped to the Employee.
Employee Appraisal Status	The status of the employee’s appraisal. It can be one of the following: Pending: The appraiser is yet to appraise the employee Completed: The appraiser has completed the appraisal for the employee. In other words, the appraiser has marked the “Have you completed Appraising' flag as 'Yes'. In-progress: The appraiser has started the appraisal for the employee but not completed it yet

To enter performance evaluation details

The “Performance Evaluation” multiline displays the following

Objective Group	The objective group from which you require to import objectives for self appraisal.
Objective Type	The type of an objective from which you require to import objectives for self appraisal.
Objective Description	A brief description of each objective. Tell me more.
Objective Detailed Description (Desired Outcome/Targets)	A detailed description of the objective.
Appraiser Code	The employee code of the appraiser who evaluated the employee on the objective.
Appraiser Name	The name of he appraiser.
Employment Unit	The employment unit to which the appraiser belongs.
Unit of Measure	The unit of measure of the quantitative target.
Quantitative Target	The quantitative target defined for the objective group and type.

Enter the following in the multiline

Self Quantitative Achievement	The self quantitative achievement of the employee against this objective, as free text.
Self Achievement %	The self quantitative achievement of the employee against this objective specified in percentage.
Achievement	The employee’s achievement against this objective, as free text.
Weightage	A number to indicate the weightage assigned to the objective, with respect to the other objectives listed in the multiline. See example .
Self Rating	The self rating of an employee against this objective. Help available.
Rate Grade	The rate grade that indicates the performance of the employee for this objective. Help available.

The “Performance Evaluation” multiline displays the following

System Rating	The system rating applicable for the objectives.
System Rate Grade	The system rate grade that indicates the performance of the employee for this objective.

Enter the following in the multiline

Self Rating

The self rating of an employee against this objective.

Help available.

Rate Grade

The rate grade that indicates the performance of the employee for this objective.

Help available.

The “Performance Evaluation” multiline displays the following

Rating Pattern	The rating pattern applicable for this objective.
Attach Supporting Document	Any supporting document to be attached for this objective.

To enter other duties/projects undertaken

Enter the following in the “Other Duties/Projects Undertaken” multiline

Objective Group	From the drop-down list box, select the objective group from which you require to import objectives. The combo is loaded with the values as defined in "Record Appraisal Objective Parameter" activity for the selected appraisal calendar in the multiline. The system displays "Blank" by default on launch of the page.
Objective Type	From the drop-down list box, select the type of an objective from which you require to import objectives. The combo is loaded with the values as defined in "Record Appraisal Objective Parameter" activity for the selected appraisal calendar in the multiline. The system displays "Blank" by default on launch of the page.
Assignments Undertaken	Each assignment undertaken by the employee during the period of the appraisal calendar, which needs to be evaluated. This is to be entered as free text.
Desired Outcomes/Targets	The desired outcomes/targets expected of the employee, for the assignment. This is to be entered as free text.
Appraiser Code	From the drop-down list box, select the employee code of the appraiser who evaluated the employee on the assignment
Appraiser Name	When you select the employee code of the appraiser from the “Appraiser Code” field, the system displays the name of the appraiser .
Employment Unit	When you select the employee code of the appraiser from the “Appraiser Code” field, the system displays the employment unit to which the appraiser belongs
Weightage	Enter a number to indicate the weightage assigned to the assignment, with respect to the other assignments you enter in the multiline. See example below
Achievement	Enter the achievement of the employee, for the assignment. This is to be entered as free text
Rating Pattern	The rating pattern applicable for this objective.
Self Rating	The self rating of an employee against this objective. Help available.
Rate Grade	Enter the rate grade that indicates the performance of the employee for this assignment. Help available.
Weighted Score %	The weighted score of the employee for this objective.
Remarks	Any remarks or comments regarding the other duties or projects undertaken details.
Attach Supporting Document	Any supporting document to be attached for this objective.

To compute the weightages for objectives and projects

Select the “Compute Objective Weightage in %” pushbutton, after you have completed entering the weightages in both the “Performance Evaluation” and “Other Duties/Projects Undertaken” multilines.

Both multilines display the following, for each objective and for each assignment

Weightage (in %)

The weightage assigned to the objective or assignment, in percentage. Example.

To compute the overall appraisal rating

Select the ”Compute Overall Self Rating” pushbutton to compute the overall self rating.

The system displays the following

Overall Appraiser Rating	The overall rating for the employee, by the appraiser.
Overall Appraiser Rating Grade	The overall rating grade for the employee, by the appraiser.

Enter the following

Specific Achievements

The specific achievements of the appraise, by self. This is to be entered as free text.

To save without completing the self- appraisal details

Ensure that you have entered details in at least one field.
Select the “Save” pushbutton

The system saves the unfinished details. At any time before the “Valid Upto” date of the appraisal calendar, the employee can retrieve self-appraisal details and complete them.

To complete and save the self-appraisal details

Ensure that you have completed entering all the details.
Select “Yes” in the “Have You Completed Appraising” drop-down list box.
Select the “Submit” pushbutton.

The employee will not be able to change the details, after the “Submit” pushbutton is selected.

To allow the administrator to edit the completed self-appraisal

Enter the “Perform Employee Appraisal” page, after logging in as the authorized administrator
Select “No” in the “Have You Completed Appraising” drop-down list box.
Edit the details of the performance evaluation.
Select the “Submit” pushbutton.

To proceed, carry out the following

Select the "Training Needs" link at the bottom of the page to view the training need details.
Select the "9 Box Rating Details" link at the bottom of the page to update the 9 box rating details.

6 Hyperlinked topics below

Page Objective

Use this page to record employee's self appraisal.

What you can do in this page

To enter performance evaluation details

To enter other duties/projects undertaken

To compute the weightages for objectives and projects

To save without completing the self-appraisal details.

To complete and save the self-appraisal details.

To allow the administrator to edit the completed self-appraisal